Unclaimed
Emile Mathez is an investment advisor representative with J.p. Morgan Securities LLC. Emile has been in the industry since March 18, 2024 and is licensed in Oregon. Emile holds the Series 63, SIE and Series 6TO licenses. Emile specializes in providing investment advice to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OR
03/19/2024 - Present
J.p. Morgan Securities LLC (PORTLAND OR)
BC
Issued 04/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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